LISA Baron signed Baxter Credit Union (DBA BCU)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baxter Credit Union (DBA BCU)'s EIN is 23-7250155.
Download the official 2024 Form 5500 (PDF) for Baxter Credit Union (DBA BCU) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baxter Credit Union (DBA BCU)'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, .00 INC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $4.5M | 13.4% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $3.4M | 10.3% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $3.2M | 9.6% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $3.1M | 9.3% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $3.0M | 9.0% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $2.2M | 6.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $1.9M | 5.8% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $1.2M | 3.7% | |
| FIDELITY GLOBAL EX UD INDEX | Mutual Funds | — | — | $1.2M | 3.7% | |
| FIDELITY EXTENDED MARKET INDEX | Mutual Funds | — | — | $1.1M | 3.4% | |
| PUTNAM LARGE CAP VALUE R6 | Mutual Funds | — | — | $887K | 2.7% | |
| DFA US SMALL CAP I | Mutual Funds | — | — | $752K | 2.2% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $751K | 2.2% | |
| FIDELITY US BOND INDEX | Mutual Funds | — | — | $743K | 2.2% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $607K | 1.8% | |
| Participants Interest rates from 9.75% to 10.50% | Bonds / Notes | — | — | $528K | 1.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $483K | 1.4% | |
| FIDELITY DIVERSIFIED INTL K6 | Mutual Funds | — | — | $471K | 1.4% | |
| FIDELITY PURITAN K6 | Mutual Funds | — | — | $366K | 1.1% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $325K | 1.0% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $218K | 0.7% | |
| Fully Benefit Responsive Investment Contract * EI FIXED ACCOUNT - SERIES CLASS I | Other securities | — | — | $160K | 0.5% | |
| Self-Directed Brokerage EMPOWER SDB | Self-Directed Brokerage | — | — | $39K | 0.1% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $36K | 0.1% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $10K | <0.1% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
